Tax Planning Services
Are you concerned you are paying in too much or not paying in enough tax? If you can answer yes to either of these questions, maybe it’s time to have a consultation to see how you can plan to pay just the right amount.
Here are a few key areas we can help with:
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Bunching deductions in key tax years
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Deciding how much to put away towards your retirement account to save tax dollars
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Charitable contributions
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Selling investments at a loss
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HSAs (Health Savings Accounts)
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Investment in a rental property or vacation home
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Making year end business purchases
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Strategically recognizing more or less income in a particular year
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Deferring/receiving year end bonuses
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When to receive cash for business services
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Selling profitable investments in a particular year
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Increasing or decreasing your W-2 tax withholding
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Increasing or decreasing your estimated quarterly tax payments
Contact us today or book online a free 30 minute consultation using our scheduling tool here.